Hello all, prepare to be amazed! Here are 43 creative, fun & informative ways to visualize KPI data.
About a month ago, I asked you to visualize KPI data. We received 65 entries for this contest. After carefully reviewing the entries, our panel of judges have discarded 22 of them due to poor charting choices, errors or just plain data dumps. We are left with 43 amazing entries, each creatively analyzed the data and presented results in a powerful way.
How to read this post?
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- Each entry is shown in a box with the contestant’s name on top. Entries are shown in alphabetical order of contestant’s name.
- You can see a snapshot of the entry and more thumbnails below.
- The thumb-nails are click-able, so that you can enlarge and see the details.
- You can download the contest entry workbook, see & play with the files.
- You can read my comments at the bottom.
- At the bottom of this post, you can find a list of key charting & dashboard design techniques. Go thru them to learn how to create similar reports at work.
Thank you
Thank you very much for all the participants in this contest. I have thoroughly enjoyed exploring your work & learned a lot from them. I am sure you had fun creating these too.
So go ahead and enjoy the entries.
PS: I am sorry if your entry is not shown on this page. We had to disqualify 22 entries due to various reasons.
KPI Dashboard by Alberto Almoguera
- Interactive with selection mechanism
- Interesting representation
- Lower charts can be replaced with sparklines / in-cell to declutter
KPI Chart by Amit Sinha
- Comparison and variance analysis
- Could use some insights – plain text instead of second chart?
KPI Chart by Ben Spalding
- Thermo-meter chart
- Feels over formatted, could have used simple colors.
KPI Chart by Chad Markel
- Interactive
- In-cell charts
- simple colors and easy to read
- May be sorting?!?
KPI Dashboard by Chetan Bhavsar
- Interactive
- Sortable
- The charts are well designed & labeled.
- Could have removed the table and kept charts (or reduced the content in table) as it is duplication.
KPI Dashboard by Francesco Petrella
- Interactive with slicers
- In-cell charts
- colorful & elegant
Become Awesome in Excel & VBA – Create dashboards like these…
- Learn how to create interactive dashboards & reports using Excel
- Develop your own macros & VBA code
- 50+ hours of video training
- Learn at your own pace
- Click here to know more
KPI Dashboard by George Gourgoulias
- Interactive with VBA / form controls
- Elegant and beautiful
- Ability to publish the report as PDF
KPI Chart by Indranil Sarkar
- Interactive
- Scrollable list to select KPIs
- Could use alignment and simpler formatting
KPI Chart by Janet
- Interactive with slicers
- Bullet charts
- Could use labels / explanation
- Also, horizontal is better
KPI Dashboard by Jiakun Zheng
- Interactive with slicers
- power pivot (XL 2010+)
- Alignment problems, poor labeling
KPI Chart by Jonathan Decker
- Interactive
- Simple colors
- The current month bar feels repetitive. Could have used a line?
KPI Dashboard by Joon Tan
- Simple charts with elegant presentation
- Ability to add commentary
KPI Chart by Karthik Ranggarajan
- Sparklines
- Elegant table design to present the information in simple way
- Good colors and layout
KPI Chart by Kaushik Joshi
- Waterfall chart
- Interactive
- Interesting representation, reduce the colors
KPI Dashboard by Keriman Hande
- Summary of key KPIs on top and drill down at bottom
- Ability to view variance or amounts
KPI Dashboard by Krishna Teja
- Interactive with VBA / form controls
- Ability to sort, drill-down to selected KPI
- Feels a bit cluttered, reduce the columns
- Could use alignment and simpler colors
KPI Chart by M.Hussain Kawosh
- Interactive
- Grouped KPIs to multiple charts
- Could use explanation, not sure how to read the charts / grouping
KPI Chart by Marie-Anne Andre
- Interactive with slicers
- Interesting design and presentation
- Reduce the control panel size and give more insights.
KPI Chart by Narayan Digambar
- Interactive
- Interesting take on the analysis – trend vs. variance
- Picture links
- Could use alignment and simpler colors
KPI Chart by Rabi Mahapatra
- Technically a data dump, but I give credit for the creative hexagonal KPI analysis.
KPI Chart by Ramananda V
- Interactive
- Compares handful of KPIs amongst each other
- Could use less formatting
KPI Dashboard by Reynaldo Peña
- Interactive with slicers
- Clear and elegant design
- Various comparisons and insights
Become Awesome in Excel & VBA – Create dashboards like these…
- Learn how to create interactive dashboards & reports using Excel
- Develop your own macros & VBA code
- 50+ hours of video training
- Learn at your own pace
- Click here to know more
KPI Chart by Ronaldo Balas
- Interactive
- Interesting design, but feels over formatted. Reduce special effects, the caps on columns feel like stacked columns and confuse.
KPI Chart by Utkarsh Shah
- Interactive
- Error in the option button selection (25 visible KPIs vs 23 buttons)
KPI Chart by Wil Davis
- Scatter plot with KPI performance
- Interesting representation
- Ability to drill down select KPI
Become Awesome in Excel & VBA – Create dashboards like these…
- Learn how to create interactive dashboards & reports using Excel
- Develop your own macros & VBA code
- 50+ hours of video training
- Learn at your own pace
- Click here to know more
Techniques used in these dashboards & charts
If you want to create these kind of charts & reports at work, I suggest reading up the Excel Dashboards & Excel Dynamic Charts pages. Also check out below links to know more about specific techniques.
- Form Controls
- Data validation
- Pivot tables
- Slicers
- Clickable Cells (VBA)
- VBA
- Formulas
- Sortable Tables
- Data bars (CF)
- Conditional Formatting
- Scrollable Tables
- Picture links
- Sparklines
How do you like these charts & dashboards? Which are your top 5?
Quite a few of these entries are really impressive. You can learn a lot by deciphering the techniques in these workbooks. Many thanks to everyone who participated. I will publish the winner names in next few days. Meanwhile, share your comments and tell me what you think. Share your top 5 entries too. 🙂
23 Responses to “Displaying Text Values in Pivot Tables without VBA”
Its possible to display up to 4 text values.
Have a look at the screen shot of an example that I had posted way back at the EHA and figure out how its done !
http://tinypic.com/r/muzywk/6
With Excel 2010 you can use Conditional Formatting to apply custom number formats which can display text. (In older versions you can only modify text color and cell background color, but not number formats.) Using CF allows for an even larger number of different display values.
[...] Display text values in Pivot Tables without VBA [...]
Hey,
Thanks, this helps. But how do you do it for multiple values where there is a huge amount of non repeating text?
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn't a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn’t a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
[...] Pivot Tables take tables of data and allow the user to summarise and consolidate the data at the same time. This is a great and very fast method of analysis but is restricted to handling mathematical functions on the value field resulting in numerical summaries. – read more [...]
[…] Read more here: Displaying Text Values in Pivot Tables without VBA […]
There is a very good way actually for handling text inside values area.
First you create a special column on the very left side and call it ID, and put unique ID (numbers only), and then create a pivot table with:
Row Labels and Column labels as you like, and in the Values labels use the unique ID number.
Move the unique ID number (copy paste) somewhere to the right and use vlookup to load the data you need using the ID as reference.
It is a bit longer way but for me it works perfectly to combine values as you like in any moment.
hope helps.
Regards,
Jon
Thank you! I finally understand pivot tables thanks to your clear, concise explanations and examples.
Good Day. This is exactly what i have been looking for. However when i try it on my pivot table or even when i try to recreate this exercise using the sample worksheet, i get this error:
"Microsoft Excel cannot use the number format you typed. Try using one of the built-in number formats."
Same thing here, Excel quite did not like the format in my PowerPivot. Any clues as to what may be going on? Thanks.
I have the same thing happening on my end. I'm running a normal pivot table on a .xlsm file.
@Danzi
What format did you use?
can you post the file ?
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C
MR.A CFVDE2458T
MR.Z AAVCR12548C
MR.X AAAAC1254T
MR.Z AADCD245T
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C 1000
MR.A CFVDE2458T 2000
MR.Z AAVCR12548C 5451
MR.X AAAAC1254T 45564
MR.Z AADCD245T 4500
how to get pivot tabe so i get PAN no. against Name.
I found an easy way to get text values in pivot table.
I create an other worksheet in wich each cell has a formula that copy the pivot table. The trick is that the formula does a lookup for the numbers in the pivot table.
The formula looks like that:
=IF(ISNUMBER(table!A1);VLOOKUP(table!A1;Code!$A$1:$B$65;2);IF(ISBLANK(table!A1);" ";table!A1))
Code is a worksheet where there is a liste of text /numbers correspondance.
As a bonus The new sheet is easier to format
Additional trick:
In my case, i encoded differents codeid with a power(2, codeId-1) so that summing then is equivalent to concatenate them.
1-A
2-B
4-C
8-D
yields :
5 - AC
14 - BCD
Hi
I want to ask if pivot can display dates in pivot field. As in a column i have customers and in row different items i want to know there last purchase date. anyone help in this??
Hello Guys, Need your help
I am doing some analysis of the cycle time of the product i.e how much time a product takes from manufacturing to the central warehouse.
I have batch numbers for the product and against them i have to pull out the diff. dates
Like the base date is from where the manufacturing start. So i have the batch number,against it's manuf. date. Now i have to pull out the date when it was quality released.
I have the quality released data but the data have duplicates, like i will have two dates or may be three for the same batch. So my main objective is to pull out the date which is latest among them.
BATCH NO. DATE of Mfg. DATE of Quality release
A1 12/4/2014 (HERE I HAVE TO PULL value)
Next Sheet
BATCH NO. DATE of Quality Release
A1 14/5/2014
a2 23/5/2016
A1 12/5/2014
A1 13/6/2014
From this sheet i have to pull up the latest date format of date here is dd/mm/yyy
TIA
[…] needed to present text instead of counts in a pivot table value column. Here is an excellent resource for Excel manipulation, in addition to an overview of pivot […]
This is great thank you.
Wow!!! Excellent!! It helped me a lot.
I am developing training tracking sheet for 200 employees with training completed date. Each employee will be attending 25 courses. How to indicate actual dates in pivot table value field.